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Koha 16.05

Koha 16.05 Manual (en)

Edition 1

Nicole C. Engard

ByWater Solutions/BibLibre

Legal Notice

This manual is licensed under the GNU General Public License, version 3 or later
Learn more about this license in the GPL3 Appendix
Published: 2016
1. Introduction
1.1. Koha Basics
1.2. Koha Recommendations
1.3. Using this Manual
1.4. Contributing to the Manual
2. Administration
2.1. Global System Preferences
2.1.1. Acquisitions
2.1.2. Administration
2.1.3. Authorities
2.1.4. Cataloging
2.1.5. Circulation
2.1.6. Enhanced Content
2.1.7. I18N/L10N
2.1.8. Labs
2.1.9. Local Use
2.1.10. Logs
2.1.11. OPAC
2.1.12. Patrons
2.1.13. Searching
2.1.14. Serials
2.1.15. Staff Client
2.1.16. Tools
2.1.17. Web Services
2.2. Basic Parameters
2.2.1. Libraries & Groups
2.2.2. Item Types
2.2.3. Authorized Values
2.3. Patrons & Circulation
2.3.1. Patron Categories
2.3.2. Circulation and Fine Rules
2.3.3. Patron Attribute Types
2.3.4. Library Transfer Limits
2.3.5. Transport cost matrix
2.3.6. Item Circulation Alerts
2.3.7. Cities and Towns
2.4. Catalog Administration
2.4.1. MARC Bibliographic Frameworks
2.4.2. Koha to MARC Mapping
2.4.3. Keywords to MARC Mapping
2.4.4. MARC Bibliographic Framework Test
2.4.5. Authority Types
2.4.6. Classification Sources
2.4.7. Record Matching Rules
2.4.8. OAI Sets Configuration
2.4.9. Item search fields
2.5. Acquisitions
2.5.1. Currencies and Exchange Rates
2.5.2. Budgets
2.5.3. Funds
2.5.4. EDI Accounts
2.5.5. Library EANs
2.6. Additional Parameters
2.6.1. Z39.50/SRU servers
2.6.2. Did you mean?
2.6.3. Column settings
2.6.4. Audio alerts
2.6.5. SMS cellular providers
3. Tools
3.1. Patrons and Circulation
3.1.1. Patron lists
3.1.2. Comments
3.1.3. Patron Import
3.1.4. Notices & Slips
3.1.5. Overdue Notice/Status Triggers
3.1.6. Patron Card Creator
3.1.7. Patrons (anonymize, bulk-delete)
3.1.8. Batch patron modification
3.1.9. Tag Moderation
3.1.10. Upload Patron Images
3.1.11. Rotating Collections
3.2. Catalog
3.2.1. Batch item modification
3.2.2. Batch item deletion
3.2.3. Batch record deletion
3.2.4. Batch Record Modification
3.2.5. Automatic item modifications by age
3.2.6. Export Data (MARC & Authorities)
3.2.7. Inventory/Stocktaking
3.2.8. Label Creator
3.2.9. Quick Spine Label Creator
3.2.10. MARC modification templates
3.2.11. Stage MARC Records for Import
3.2.12. Staged MARC Record Management
3.2.13. Upload Local Cover Image
3.3. Additional Tools
3.3.1. Calendar
3.3.2. CSV Profiles
3.3.3. Log Viewer
3.3.4. News
3.3.5. Task Scheduler
3.3.6. Quote of the Day (QOTD) Editor
3.3.7. Upload
4. Patrons
4.1. Add a new patron
4.2. Add a Staff Patron
4.3. Add a Statistical Patron
4.4. Duplicate a Patron
4.5. Add Patron Images
4.6. Editing Patrons
4.7. Managing Patron Self Edits
4.8. Patron Permissions
4.8.1. Setting Patron Permissions
4.8.2. Patron Permissions Defined
4.9. Patron Information
4.9.1. Check Out
4.9.2. Details
4.9.3. Fines
4.9.4. Routing Lists
4.9.5. Circulation History
4.9.6. Modification Log
4.9.7. Notices
4.9.8. Statistics
4.9.9. Files
4.9.10. Purchase Suggestions
4.9.11. Patron discharges
4.10. Patron Search
5. Circulation
5.1. Check Out (Issuing)
5.1.1. Checking Items Out
5.1.2. Batch Checkouts
5.1.3. Check Out Messages
5.1.4. Check Out Warnings
5.2. Renewing
5.3. Check In (Returning)
5.3.1. Checking Items In
5.3.2. Check In Messages
5.4. Circulation Messages
5.4.1. Setting up Messages
5.4.2. Adding a Message
5.4.3. Viewing Messages
5.5. Holds
5.5.1. Placing Holds in Staff Client
5.5.2. Managing Holds
5.5.3. Receiving Holds
5.6. Transfers
5.7. Set Library
5.8. Fast Add Cataloging
5.9. Circulation Reports
5.9.1. Holds Queue
5.9.2. Holds to pull
5.9.3. Holds awaiting pickup
5.9.4. Hold ratios
5.9.5. Transfers to receive
5.9.6. Overdues
5.9.7. Overdues with fines
5.9.8. Pending on-site checkouts
5.10. Tracking In house Use
5.11. In Processing / Book Cart Locations
5.12. Self Checkout
5.13. Offline Circulation Utilities
5.13.1. Offline Circulation in Koha
5.13.2. Firefox Plugin
5.13.3. Offline Circ Tool for Windows
6. Cataloging
6.1. Bibliographic Records
6.1.1. Adding Records
6.1.2. Adding Analytic Records
6.1.3. Editing Records
6.1.4. Duplicating Records
6.1.5. Attaching files to Records
6.1.6. Merging Records
6.1.7. Deleting Records
6.2. Item Records
6.2.1. Adding Items
6.2.2. Editing Items
6.2.3. Item Information
6.2.4. Moving Items
6.2.5. Deleting Items
6.2.6. Item Specific Circulation History
6.3. Authorities
6.3.1. Adding Authorities
6.3.2. Searching Authorities
6.3.3. Editing Authorities
6.3.4. Merging Authorities
6.4. Cataloging Guides
6.4.1. Bibliographic Record Cataloging Cheat Sheet
6.4.2. Item/Holdings Record Cataloging Guide
6.4.3. Handling On Order Items and Holds
7. Course Reserves
7.1. Course Reserves Setup
7.2. Adding Courses
7.3. Adding Reserve Materials
7.4. Course Reserves in the OPAC
8. Serials
8.1. Manage Serial Frequencies
8.2. Manage Serial Numbering Patterns
8.3. Custom Subscription Fields
8.4. Add a subscription
8.5. Receive Issues
8.6. Create a Routing List
8.7. Subscriptions in Staff Client
8.8. Subscriptions in OPAC
8.9. Claim Late Serials
8.10. Check Serial Expiration
8.11. Renewing Serials
8.12. Searching Serials
9. Acquisitions
9.1. Setup
9.2. Vendors
9.2.1. Add a Vendor
9.2.2. View/Edit a Vendor
9.2.3. Vendor Contracts
9.3. Managing Suggestions
9.4. Placing Orders
9.4.1. Create a basket
9.4.2. Create a basket group
9.4.3. Printing baskets
9.5. Receiving Orders
9.6. Invoices
9.7. Claims & Late Orders
9.8. Acquisition Searches
9.9. Budget/Fund Tracking
9.10. EDI Process
9.10.1. EDI Questions for Vendors
9.10.2. EDI Setup
9.10.3. EDI Ordering
9.10.4. EDI Invoicing
9.11. EDIFACT Messages
10. Lists & Cart
10.1. Lists
10.1.1. Create a List
10.1.2. Add to a List
10.1.3. Viewing Lists
10.1.4. Merging Bibliographic Records Via Lists
10.2. Cart
11. Reports
11.1. Custom Reports
11.1.1. Add Custom Report
11.1.2. Edit Custom Reports
11.1.3. Running Custom Reports
11.2. Statistics Reports
11.2.1. Acquisitions Statistics
11.2.2. Patron Statistics
11.2.3. Catalog Statistics
11.2.4. Circulation Statistics
11.2.5. Serials Statistics
11.2.6. Holds Statistics
11.2.7. Patrons with the most checkouts
11.2.8. Most Circulated Items
11.2.9. Patrons with no checkouts
11.2.10. Items with no checkouts
11.2.11. Catalog by Item Type
11.2.12. Lost Items
11.2.13. Average Loan Time
11.3. Report Dictionary
12. OPAC
12.1. Search Results
12.1.1. Results Overview
12.1.2. Filters
12.1.3. Search RSS Feeds
12.2. Bibliographic Record
12.3. Lists & Cart
12.3.1. Lists
12.3.2. Cart
12.4. Placing Holds
12.5. Enhanced Content
12.5.1. Tagging
12.5.2. Comments
12.5.3. Zotero
12.5.4. Custom RSS Feeds
12.6. OPAC Self Registration
12.7. My Account
12.7.1. Resetting your password
12.7.2. My Summary
12.7.3. Patron Flags
12.7.4. My Fines
12.7.5. My Details
12.7.6. My Tags
12.7.7. Change My Password
12.7.8. My Search History
12.7.9. My Reading History
12.7.10. My Privacy
12.7.11. My Purchase Suggestions
12.7.12. My Messaging
12.7.13. My Lists
12.7.14. Ask for a Discharge
12.8. Purchase Suggestions
13. Searching
13.1. Advanced Search Prefixes
13.2. Guide to Searching
13.2.1. Indexing and Searching Description
13.2.2. Indexing Configuration
13.2.3. Basic Searching
13.2.4. Advanced Searching
13.2.5. Item Searching
13.2.6. Common Command Language Searching
13.3. Koha Search Indexes
14. Plugin System
14.1. Set up
15. Search History
16. About Koha
16.1. Server Information
16.2. Perl Modules
16.3. System Information
17. Implementation Checklist
17.1. Data Migration
17.2. Admin Configuration
17.3. Localization Configuration
17.4. Circulation Configuration
17.5. Patron Configuration
17.6. Cataloging Configuration
17.7. Authorities Configuration
17.8. Searching Configuration
17.9. OPAC Configuration
17.9.1. Editable OPAC Regions
17.10. Enhanced Content Configuration
17.11. Acquisitions Configuration
17.12. Serials Configuration
17.13. Planning for Go-Live
18. SOPAC2 Installation
18.1. Introduction
18.2. Installation of Locum and Insurge
18.2.1. Dependencies
18.2.2. Download
18.2.3. Creation of the Database
18.2.4. Sync DSN
18.2.5. Installation of Insurge
18.2.6. Installation of Locum
18.3. Installation of Koha Connector
18.4. Harvest Records
18.5. Installation of Sphinx
18.5.1. Dependencies
18.5.2. Download and Compile
18.5.3. Creation of User and Group
18.5.4. The Sphinx daemon
18.5.5. Configuration
18.5.6. Indexing documents
18.6. Installation of SOPAC2
18.6.1. Download
18.6.2. Installation
18.6.3. Configuration
19. Cron Jobs
19.1. Cron Jobs
19.1.1. Search
19.1.2. Circulation
19.1.3. Patrons
19.1.4. Notices
19.1.5. In Processing/Book Cart
19.1.6. Catalog
19.1.7. OPAC
19.1.8. System Administration
19.1.9. Acquisitions
19.1.10. Deprecated scripts
20. Web Services
20.1. OAI-PMH
20.1.1. Sample OAI Conf File
20.2. REST services
21. Using the SRU server
21.1. Using the SRU server
21.1.1. Explain
21.1.2. Search
21.1.3. Retrieve
A. New titles slider for OPAC
B. System Preference Defaults
B.1. ISBD Defaults
B.1.1. MARC Default
B.1.2. UNIMARC Default
B.2. OPACISBD Defaults
B.2.1. MARC
C. Configuring Receipt Printers
C.1. For Epson TM-T88III (3) & TM-T88IV (4) Printers
C.1.1. In the Print Driver
C.1.2. In Firefox
C.2. For Epson TM-T88II (2) Printers
C.2.1. In Firefox
C.3. For Star SP542 Printers
C.3.1. Installing the Printer
C.4. Configuring Firefox to Print to Receipt Printer
D. Notice & Slips Guides
D.1. Field Guide for Notices & Slips
E. Example Notice
F. Sample Serials
F.1. Reader's Digest (0034-0375)
F.2. People Weekly (1076-0091)
F.3. Et-Mol
F.4. Backpacker (0277-867X)
F.5. Keats-Shelley Journal (0453-4387)
F.6. Computers in Libraries (1041-7915)
G. Sample List & Cart Emails
G.1. Example Email from List
G.2. Example Email from Cart
H. Using Koha as a Content Management System (CMS)
H.1. Setup
H.1.1. Editing the pages template
H.1.2. Troubleshooting
H.1.3. Bonus Points
H.2. Usage
H.2.1. Adding Pages
H.2.2. Viewing your page
H.2.3. Example
H.2.4. Live Examples
I. Resetting the Koha Database
I.1. Delete sample data from Tables
I.2. Reset the Zebra Index
J. Important Links
J.1. Koha Related
J.2. Circulation Related
J.3. Cataloging Related
J.4. Enhanced Content Related
J.5. Design Related
J.6. Reports Related
J.7. Installation Guides
J.8. Misc
K. Koha XSLT Item Types
L. MarcEdit
L.1. Adding a prefix to call numbers
L.2. Importing Excel data into Koha
L.2.1. Converting from Excel format into .mrk format
L.2.2. Convert .mrk file to .mrc
L.2.3. Import .mrc into Koha
M. Talking Tech
M.1. Installation and Setup Instructions
M.2. Sending Notices File
M.3. Receiving Results File
N. OCLC Connexion Gateway
N.1. Setting up OCLC service on Koha
N.2. Setting up your OCLC desktop client
N.3. Using the OCLC Connexion Gateway
N.3.1. Exporting records one by one
N.3.2. Exporting records in a batch
N.3.3. Items in OCLC
O. FAQs
O.1. Display
O.1.1. Custom Item Type/Authorized Value Icons
O.1.2. Customizing Koha Images
O.1.3. OPAC Display Fields
O.1.4. Subtitle Display on Bib Records
O.1.5. Show patrons the barcodes of items they have checked out
O.2. Circulation/Notices
O.2.1. Book drop Date
O.2.2. Holds to Pull and Holds Queue
O.2.3. Duplicate Overdue Notices
O.2.4. Printing Overdue Notices
O.2.5. Unable to Renew Items
O.2.6. Unable to Place Holds
O.2.7. Keyboard Shortcuts
O.2.8. SMS Notices/Messages
O.3. Cataloging
O.3.1. Authority Fields
O.3.2. Koha to MARC Mapping
O.3.3. Number of Items Per Bib Record
O.3.4. Analytics
O.4. Acquisitions
O.4.1. Planning Categories
O.5. Serials
O.5.1. Advanced Patterns
O.6. Reports
O.6.1. Define Codes Stored in DB
O.6.2. Runtime Parameters
O.6.3. Results Limited
O.7. Searching
O.7.1. Advanced Search
O.7.2. Wildcard Searching
O.7.3. Title Searching
O.8. Enhanced Content
O.8.1. FRBRizing Content
O.8.2. Amazon
O.9. System Administration
O.9.1. Errors in Zebra Cron
O.9.2. Making Z39.50 Target Public
O.9.3. Shelving Location Authorized Values
O.9.4. Why do I need Authorized Values?
O.9.5. How do I clean up the sessions table?
O.10. Hardware
O.10.1. Barcode Scanners
O.10.2. Printers
P. Extending Koha
P.1. Amazon lookup script for Koha libraries
P.2. Keyword Clouds
P.3. Newest Titles Pulldown
P.4. Cataloging and Searching by Color
Q. Koha and Your Website
Q.1. Koha search on your site
R. GNU General Public License version 3